Kestra Advisory Services’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,854
| Closed | -$235K | – | 2899 |
|
|
2024
Q4 | $235K | Buy |
19,854
+441
| +2% | +$5.23K | ﹤0.01% | 2381 |
|
|
2024
Q3 | $348K | Sell |
19,413
-1,585
| -8% | -$28.4K | ﹤0.01% | 1999 |
|
|
2024
Q2 | $369K | Buy |
20,998
+414
| +2% | +$7.28K | ﹤0.01% | 1981 |
|
|
2024
Q1 | $528K | Buy |
20,584
+5,153
| +33% | +$132K | ﹤0.01% | 1628 |
|
|
2023
Q4 | $402K | Sell |
15,431
-1,025
| -6% | -$26.7K | ﹤0.01% | 1659 |
|
|
2023
Q3 | $379K | Buy |
16,456
+5,561
| +51% | +$128K | ﹤0.01% | 1522 |
|
|
2023
Q2 | $256K | Buy |
+10,895
| New | +$256K | ﹤0.01% | 1741 |
|